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JPMorgan Chase & Co. shares owned by Chico Wealth RIA

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Chico Wealth RIA from 13F filings

Historical chart of Chico Wealth RIA investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Chico Wealth RIA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Chico Wealth RIA

Quarter filed Position value Share count Share price at filing
2025-12-31 $242k 751 322.22

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Dimensional US Core Equity 2 ETF Etf (DFAC)
Dimensional International Cr Eq Mkt ETF Etf (DFAI)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional US Core Equity Market ETF Etf (DFAU)
Dimensional SHRT DRT FXD Incm ETF Etf (DFSD)
Kla Corp Common Stock (KLAC)
TriCo Bancshares Common Stock (TCBK)
Apple Common Stock (AAPL)
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SPDR Gold Shares ETF Etf (GLD)
Microsoft Corp Common Stock (MSFT)
Alphabet Inc Class A Common Stock (GOOGL)
Lulus Fashion Lounge Holdings Common Stock (LVLU)
Vanguard Total Stock Market ETF Etf (VTI)
Meta Platforms Inc Class A Common Stock (META)

View all positions for Chico Wealth RIA

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.